PAG
Powers Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
186,476
+5,750
| +3% | +$145K | 2.07% | 14 |
|
|
2025
Q1 | $4.23M | Buy |
180,726
+5,885
| +3% | +$138K | 2.02% | 14 |
|
|
2024
Q4 | $4.52M | Buy |
174,841
+88,687
| +103% | +$2.29M | 2.26% | 12 |
|
|
2024
Q3 | $4.44M | Buy |
86,154
+1,879
| +2% | +$96.8K | 2.21% | 13 |
|
|
2024
Q2 | $4M | Buy |
84,275
+5,261
| +7% | +$250K | 2.18% | 14 |
|
|
2024
Q1 | $3.89M | Buy |
79,014
+2,835
| +4% | +$140K | 2.22% | 14 |
|
|
2023
Q4 | $3.6M | Buy |
76,179
+1,066
| +1% | +$50.4K | 2.22% | 13 |
|
|
2023
Q3 | $3.11M | Buy |
75,113
+4,058
| +6% | +$168K | 2.11% | 14 |
|
|
2023
Q2 | $3.11M | Buy |
71,055
+132
| +0.2% | +$5.78K | 2.06% | 14 |
|
|
2023
Q1 | $2.97M | Buy |
70,923
+2,615
| +4% | +$110K | 2.08% | 13 |
|
|
2022
Q4 | $2.77M | Sell |
68,308
-202
| -0.3% | -$8.18K | 2.04% | 12 |
|
|
2022
Q3 | $2.59M | Buy |
68,510
+3,713
| +6% | +$140K | 2.07% | 13 |
|
|
2022
Q2 | $2.53M | Buy |
64,797
+1,032
| +2% | +$40.2K | 1.94% | 13 |
|
|
2022
Q1 | $3.02M | Buy |
63,765
+35,950
| +129% | +$1.7M | 2.1% | 13 |
|
|
2021
Q4 | $2.85M | Buy |
+27,815
| New | +$2.85M | 2.01% | 14 |
|